Fee-only advisors in Hawaii
Fee-only advisors in Honolulu, Kailua and Kailua-Kona, plus 7 other cities.
By the numbers
The Wellspent public graph lists 61 fee-only financial advisors serving Hawaii at 34 firms, most in Honolulu, Kailua and Kailua-Kona. 36% hold the CFP certification. Of the 61 with fees on file, 98% charge percentage of assets.
- Advisors listed
- 61
- Firms
- 34
- Cities
- 11
- Hold the CFP
- 36%
- Other credentials: CFA 10% · CPA 2% · EA 2%
- How they charge (of 61 with fees on file): percentage of assets 98% · fixed fees 56% · hourly 46% · one-time planning fee 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors serving Hawaii (61)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Masuda Lehrman | Masuda Lehrman Wealth | Honolulu | CFP, Certified Student Loan Professional | Percentage of assets, One-time planning fee |
| Jennifer Macedo | Front Street Financial | Lahaina | CFP | Percentage of assets, Fixed fees |
| Monica Jennings | Jennings Financial Planning, Inc | Honolulu | CFP, MBA | Percentage of assets |
| Abel Soares | Hui Malama Financial Advisors LLC | Waianae | CFP, CPA, PFS | Percentage of assets, Hourly |
| Brad Klontz | Occidental Asset Management | Lihue | CFP | Ongoing planning fee |
| Jason Cutitta | ToBA Financial | Kaneohe | CFP, EA | Percentage of assets, Fixed fees |
| Christina Brown | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| Scott Tonai | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| David Bello | BelloAdvisers | Kailua | CFP | Percentage of assets |
| Greg Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Ryan Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Tafiti Uso | Pacific Wealth Partners | Honolulu | CFP | Percentage of assets |
| Brett Bidwell | C.M. Bidwell & Associates | Honolulu | CFP | Percentage of assets |
| Lesley Brey | LJ Brey | Honolulu | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Max Chun-Van Osdol | C.M. Bidwell & Associates | Honolulu | CFP | Percentage of assets |
| Jacob Simons | The Rice Partnership | Honolulu | CFP | Percentage of assets, Fixed fees |
| Jeffery Margolf | Tangent Financial | Honolulu | CFA | Percentage of assets, Hourly |
| Owen Lahr | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| Travis Tsukayama | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| David Hall | Peak Planning Group | Hilo | Not listed | Percentage of assets, Hourly |
| David Jacobs | Pathfinder Financial Services | Kailua | CFP | Percentage of assets, Fixed fees |
| Howard Haber | Apollo Wealth Management | Honolulu | CFP | Percentage of assets, Fixed fees |
| Niall Kilcommons | C.M. Bidwell & Associates | Honolulu | CFA | Percentage of assets |
| Robert Priske | Robert Priske | Honolulu | Not listed | Percentage of assets, Hourly |
| Bonnie Rice | The Rice Partnership | Honolulu | ChFC | Percentage of assets, Fixed fees |
| Bradley Totherow | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Brian Tokuuke | The Rice Partnership | Honolulu | CFA | Percentage of assets, Fixed fees |
| Gabriella Puaa | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Ji Mi Kim | Pasadena Private Wealth | Honolulu | Not listed | Percentage of assets, Hourly |
| Kaleialoha Cadinha-Pua'A | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Kawika Shoji | Regency Capital Management | Honolulu | Not listed | Percentage of assets |
| Michael D'Addario | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Robyn Macy | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Clinton Bidwell | C.M. Bidwell & Associates | Honolulu | Not listed | Percentage of assets |
| Cathy Tajiri | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Christian Dursteler | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Orest Saikevych | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Sarah Bredhoff | The Rice Partnership | Kahului, Maui | Not listed | Percentage of assets, Fixed fees |
| Katherine Jacobs | Pathfinder Financial Services | Kailua | Not listed | Percentage of assets, Fixed fees |
| Adam Vila | Milestone Wealth Management & Insurance | Honolulu | CFP, ChFC | Percentage of assets, Hourly |
| Joanna Amberger | Continuum Advisory | Honolulu | CFP | Percentage of assets, Hourly |
| Sheldon Shiira | Financial Vision Advisory Services, LLC. | Honolulu | CFP | Percentage of assets, Hourly |
| Todd Erskine | Kokua Capital Management | Honolulu | CFP, CFA | Percentage of assets |
| Adam Reugh | ACP Investment Management | Kailua-Kona | Not listed | Percentage of assets, Hourly |
| Andre Lister | ACP Investment Management | Kailua-Kona | Not listed | Percentage of assets, Hourly |
| Andrew Glatzel | Seacap Advisors | Honolulu | Not listed | Percentage of assets |
Firms headquartered in Hawaii (30)
-
ACP Investment Management
Kailua-Kona, Hawaii
-
Advisors Unlimited
Hagatna, Hawaii
-
Aloha Wealthcare Management
Wahiawa, Hawaii
-
Andrews Advisory Associates
Honolulu, Hawaii
-
Apollo Wealth Management
Honolulu, Hawaii
-
BelloAdvisers
Kailua, Hawaii
-
C.M. Bidwell & Associates
Honolulu, Hawaii
-
Cadinha & Co
Honolulu, Hawaii
-
CKW Financial Group
Honolulu, Hawaii
-
Financial Planning Hawaii
Honolulu, Hawaii
-
Financial Vision Advisory Services, LLC.
Honolulu, Hawaii
-
Fort Street Asset Management
Honolulu, Hawaii
-
Front Street Financial
Lahaina, Hawaii
-
Hui Malama Financial Advisors LLC
Waianae, Hawaii
-
Jennings Financial Planning, Inc
Honolulu, Hawaii
-
Kahala Financial Advisors
Honolulu, Hawaii
-
Kokua Capital Management
Honolulu, Hawaii
-
Lifelong Investment Management Services
Wailuku, Hawaii
-
LJ Brey
Honolulu, Hawaii
-
Masuda Lehrman Wealth
Honolulu, Hawaii
-
Milestone Wealth Management & Insurance
Honolulu, Hawaii
-
Pacific Wealth Partners
Honolulu, Hawaii
-
Pathfinder Financial Services
Kailua, Hawaii
-
Regency Capital Management
Honolulu, Hawaii
-
Robert Priske
Honolulu, Hawaii
-
Seacap Advisors
Honolulu, Hawaii
-
Tangent Financial
Honolulu, Hawaii
-
The Rice Partnership
Honolulu, Hawaii
-
ToBA Financial
Kaneohe, Hawaii
-
Wealth Alignment Partners
Honolulu, Hawaii